Office Location: Massachusetts, United States
United States, England and Wales
Trusts: Planning
Estates: Planning
Tax Advisory
Jay Rosenbaum is a partner at Nixon Peabody LLP, and the leader of the firm’s International Private Clients Team. Jay represents high net worth individuals and families both in the US and around the globe by bringing US-focused private client experience to the international marketplace. He advises international families who require professional yet practical structuring of their assets and management of tax exposures in multiple jurisdictions. He also serves as an onshore US trustee for many international families. Early in Jay’s career his practice was focused on middle market corporate transactions. He draws on that experience to develop integrated planning techniques for his clients families who own businesses and require that strategies be implemented at the personal and corporate levels.
What is your favorite restaurant to take a client or colleague to?
Parla, in Boston, but for the secret drinks menu more than for the food.What is the best piece of advice you have ever received?
Get out of the office. Lots of people can grind away at their desks, and you don't need to be one of them.What was your first job?
Working behind a deli counter. I'd do it again in a heartbeat.What is the book you recommend to everyone?
A Prayer for Owen Meany. But you have to read it. The movie does not do it justice.What changes do you expect to see in your practice over the next year?
Higher interest rates are going to have our clients thinking differently about how to deploy capital. Not so much risk needs to be taken to generate a good return.